Proposals are web-only. Open Proposals in the dashboard or create one from a lead.
Blocks
- Sections: overview, pricing with line items, terms.
- Content: heading, text, image, video, signature.
- Layout: divider.
Cover page
Title, subtitle, logo, and layout templates. Pull line items from your product catalog with quantities and prices.
Page settings
- Expiry days.
- Logo visibility.
- Document spacing.
Save and export
Save draft anytime. Export PDF from the designer. Version history is available via the URL version parameter.